IVV
iShares Core S&P 500 ETF
ETF · NYSE Arca
$598.62
Close 2025-06-18
✗ NOT SCREENED

UNKNOWN MOAT
MODERATE
Data Confidence: 71%
Some financial metrics pending
Market Cap
Trailing P/E
27.99
Forward P/E
Rev Growth
Profit Margin
ROE
Analyst Target
Recommendation
Ethical Screen
Business ActivityNOT SCREENED
Debt Ratio
Cash Ratio
Receivables Ratio (0.00%)PASS
Revenue Ratio
OverallREVIEW REQUIRED
Score Valuation: 33.0
Score Quality: 30.0
Score Combined: 32.1
· Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation50.0
Quality26.2
Cash Flow50.0
Moat40.0
Balance Sheet50.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: BRONZE · Score: 42.9 · Rank: #3855
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Recent Price History
2025-06-18
$598.62
Vol: 4.2M
2025-06-17
$598.76
Vol: 11.8M
2025-06-16
$603.76
Vol: 10.2M
2025-06-13
$599.79
Vol: 7.2M
5D Range
H: $606.66
L: $597.72
O: $599.50
Additional Fundamentals
Price/Book
1.74
Dividend Yield
1.1%
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
67.8
Risk Grade
LOW_RISK
Layers
7
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-1.6%
worst expected daily loss, 19 in 20 days
CVaR 95%
-2.4%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.46
above 1.0 is good
Max Drawdown
-18.8%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
57
Liquidity Grade
MODERATE
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
NEAR_UPPER
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
VOO1.000
SPY0.998
ESGU0.998
VTI0.997
ESGV0.995
Inverse Correlated
TickerCorrelation
BAES.L-0.258
SUKOON.AE-0.257
ED-0.176
2269.T-0.157
ITHMR.BH-0.153
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Thursday
Best Month
May
Worst Month
Mar
Fri-Mon Effect
-0.17202704772982105
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+5.1%
3M Return
+9.5%
6M Return
+15.7%
12M Return
+30.3%
Momentum Rank
#1386
Momentum Signal
UP

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